Global Picklists Are Sets of Picklist Values That Can Be Used and Reused When Creating Custom Contact, Account, and/or User Fields

Apollo allows you to create Custom Fields (detailed here) for contacts, accounts, and users, and one of the most useful field types is a 'Picklist'. Picklists are predefined sets of values (options) that you can choose between for a given custom field (on a given contact, account, or user). Similarly, we also offer 'Picklist (Multi-Select)' as a field type, which allows you to choose multiple different values within predefined set, rather than just one. 

Our Global Picklist feature, then, gives you an easy way to leverage the same sets of values for any number of custom fields that use the same picklist values.

Creating Global Picklists

To configure these, go to Settings > Global Picklists and click + Add Global Picklist Value Set 

Once you've named your Global Picklist and created the options you want, you'll be able to configure the ordering of the options as well. To do this, click the three horizontal lines next to an option and drag it to the position you want. 

Using Global Picklists

To use a Global Picklist, create a Custom Field from within either Settings > Contacts (shown below), Settings > Accounts, or Settings > Users  -

In the 'Type' dropdown (shown above), you'll only see your Global Picklist Value Sets if you select 'Picklist' or 'Picklist (Multi-Select)'.

Note: You can also create a new picklist value set during creation of a Custom Field (shown in the GIF above after clicking 'New picklist value set'), but keep in mind this value set will not be global, and will therefore be isolated to the given custom field. 

Editing Global Picklists

You can edit a Global Picklist by going to Settings > Global Picklists and clicking the [...] button to its far right. Aside from this though, you can also edit Global Picklists by editing any Custom Field that uses one -

Related Resources

• Create and Update Custom Contact, Account, and/or User Fields